In the News
The Future of Wealth Management Is Female
Women’s economic power has surged and is projected to reach $34 trillion by 2023, yet the wealth management industry remains male-dominated. CFP Board’s study, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power, found that women and men have different financial priorities, with women prioritizing financial caretaking.
D MagazineAudrey Henvey
June 30, 2025